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Retirement Planning > Social Security

The lead program for every agent making clients come to you with ClientMaker

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From the July 2009 Issue of Senior Market Advisor Magazine

There are lead programs and then there is the ClientMaker leads program. What makes this program stand-out? Real ROI. It’s time for you to spend your marketing dollars filling your calendar with quality prospects quickly and with greater efficiency.

Guaranteed results
Don’t take chances with unreliable lead programs that “might” work for you. Instead choose the program with consistent nationwide results over the last three years and the only one that GUARANTEES results. From a thousand-piece mailing, you will consistently receive twenty to twenty-five responses and we will guarantee at least ten. How does that correlate into ROI? Based on industry and client data that we have received you can anticipate approximately five appointments with one or two sales. When you work the numbers backwards that translates into a several hundred percent ROI!

Time Is Money
With ClientMaker you will typically see your first response within seven to ten days of a mailing and on top of that, you get immediate notification of your lead. The ClientMaker program takes both toll-free phone responses and response cards, giving the prospect two ways to respond.

If the prospect responds by phone, the call is recorded and posted on the agents personal web log-in. You can listen to the call, on which the operator asks the prospect a series of questions that will help you garner more information about the prospect before you make that phone call back. At the very least, you can hear the way the prospect says their name, and when you call them back within minutes have the best opening line possible, “Hi Mrs. Jones, I am returning your call.”

As we all know too well, the prospect usually wants the agent to just send the information in the mail. Here is how we get the appointment.

When the agent makes the initial phone call to indicate that he/she would like to get the Consumer Guide out to them, they should immediately bridge the conversation like this:

“By the way Mr. Prospect, If you can have the top copy of your income tax return available, I will be able to take a few numbers off of that return and in about 5 minutes with the software that I have on my laptop, I will tell you exactly how much of your social security will be taxed this year. Also, Mr. Prospect, if you have another 5 minutes, I can show you how to reduce or even eliminate the tax on your social security.”

“Would Tuesday at 10am or Wednesday at 2pm be best for you?”

Ann Arbor Annuity Exchange will provide you with our Partners for Success DVD that provides a very simple social security calculator that does all the calculations for you. All you need to do is it to input a few pieces of information from the top copy of the tax return and enter them into the calculator.

The whole idea is to appropriately reposition taxable assets such as bank CDs, mutual funds, savings accounts, bonds, and tax free producing assets such as tax free municipal bonds into tax deferred annuities. We all know that tax deferred annuity interest is not used in the social security calculation.